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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,873 | $138,312-69.0% | $122,979-65.1% | $155,188-72.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.36% | 22.06%-4.7pp | 20.12%-2.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,629 | $3,530-53.9% | $3,062-46.8% | $4,248-61.7% |
| Participant deferral / active EE | $3,187 | $5,592-43.0% | $5,003-36.3% | $6,531-51.2% |
| Admin fee / account holder | $473 | $15,089-96.9% | $12,864-96.3% | $14,480-96.7% |